Purchases and Sales Made in Q3 2023 in Utilities Sector Spdr (XLU)

XLU Quotes by TradingView

This table provides information about the institutional ownership of Utilities Sector Spdr (XLU) during Q3 2023. The information is specifically focused on institutions that hold shares of UTILITIES SECTOR SPDR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
844
+ 33.96%
$49.7K - $57.8K
3.33K $264K
Nov 09, 2023 Q3 2023
1 St Source Bank

BUY
 -
813
+ 4.67%
$47.8K - $55.7K
18.2K $1.44M
Oct 10, 2023 Q3 2023
Parkside Investments, LLC

BUY
 -
800
+ 5.71%
$47.1K - $54.8K
14.8K $1.17M
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
800
+ 11.04%
$47.1K - $54.8K
8.05K $638K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
773
+ 449.42%
$45.5K - $52.9K
945 $74.9K
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
773
+ 6.04%
$45.5K - $52.9K
13.6K $1.08M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
754
+ 4.09%
$44.4K - $51.6K
19.2K $1.52M
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
752
+ 6.45%
$44.2K - $51.5K
12.4K $983K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

BUY
 -
748
+ 3.84%
$44K - $51.2K
20.2K $1.6M
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
710
+ 4.9%
$41.8K - $48.6K
15.2K $1.21M
Nov 13, 2023 Q3 2023
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
701
+ 11.06%
$41.2K - $48K
7.04K $558K
Oct 24, 2023 Q3 2023
Solitude Financial Services

BUY
 -
681
+ 3.38%
$40.1K - $46.6K
20.8K $1.65M
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
633
+ 6.01%
$37.2K - $43.3K
11.2K $885K
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
625
+ 83.67%
$36.8K - $42.8K
1.37K $109K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
613
+ 47.56%
$36.1K - $42K
1.9K $151K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
587
+ 14.08%
$34.5K - $40.2K
4.76K $377K
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
585
New
$34.4K - $40K
585 $46.4K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
583
+ 4.59%
$34.3K - $39.9K
13.3K $1.05M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
583
+ 50.65%
$34.3K - $39.9K
1.73K $137K
Nov 07, 2023 Q3 2023
Bank Of Marin

Novato, CA
BUY
 -
579
+ 9.27%
$34.1K - $39.6K
6.82K $541K
Oct 10, 2023 Q3 2023
Central Bank & Trust CO

BUY
 -
571
+ 3.01%
$33.6K - $39.1K
19.5K $1.55M
Jan 12, 2024 Q3 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
564
+ 5.69%
$33.2K - $38.6K
10.5K $831K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
543
+ 3.36%
$31.9K - $37.2K
16.7K $1.32M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
541
+ 1.27%
$31.8K - $37K
43.3K $3.43M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
538
+ 4.81%
$31.7K - $36.8K
11.7K $929K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
524
+ 3.52%
$30.8K - $35.9K
15.4K $1.22M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
502
+ 772.31%
$29.5K - $34.4K
567 $45K
Oct 24, 2023 Q3 2023
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
493
+ 0.94%
$29K - $33.8K
53.2K $4.22M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
487
+ 2.17%
$28.7K - $33.3K
22.9K $1.82M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
479
+ 1.27%
$28.2K - $32.8K
38.3K $3.03M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
473
+ 15.52%
$27.8K - $32.4K
3.52K $279K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
464
+ 19.13%
$27.3K - $31.8K
2.89K $229K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
450
+ 56.6%
$26.5K - $30.8K
1.25K $98.7K
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
428
+ 2.28%
$25.2K - $29.3K
19.2K $1.52M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
419
+ 10.23%
$24.6K - $28.7K
4.52K $358K
Nov 09, 2023 Q3 2023
Jackson Hole Capital Partners, LLC

BUY
 -
405
+ 5.76%
$23.8K - $27.7K
7.44K $590K
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
403
+ 4.35%
$23.7K - $27.6K
9.67K $767K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
397
New
$23.4K - $27.2K
397 $31.5K
Oct 04, 2023 Q3 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
386
+ 1.42%
$22.7K - $26.4K
27.5K $2.18M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
377
+ 5.34%
$22.2K - $25.8K
7.44K $590K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
375
+ 7.74%
$22.1K - $25.7K
5.22K $414K
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
375
+ 47.95%
$22.1K - $25.7K
1.16K $91.7K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
370
+ 9.98%
$21.8K - $25.3K
4.08K $323K
Nov 13, 2023 Q3 2023
Allie Family Office LLC

BUY
 -
370
+ 5.13%
$21.8K - $25.3K
7.58K $601K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
360
+ 6.51%
$21.2K - $24.6K
5.89K $467K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
345
+ 27.49%
$20.3K - $23.6K
1.6K $127K
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
321
New
$18.9K - $22K
321 $25.4K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
319
+ 1.67%
$18.8K - $21.8K
19.4K $1.54M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
309
+ 3.11%
$18.2K - $21.2K
10.2K $812K

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